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Relative Value Partners Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Relative Value Partners Group’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-284,726
Closed -$9.56M – 354
2024
Q1 		$9.56M Buy
284,726
+23,903
+9% +$828K 0.59% 34
2023
Q4 		$8.67M Buy
260,823
+176,808
+210% +$5.49M 0.53% 37
2023
Q3 		$2.52M Buy
+84,015
New +$2.62M 0.17% 92

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Relative Value Partners Group's DFAU Position: Q2 2024 in Review

Relative Value Partners Group sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2024, closing a stake of 284,726 shares — an estimated $9.56M sold.

Relative Value Partners Group first reported a position in DFAU in Q3 2023 and held it in 3 quarters. The position peaked at $9.56M in Q1 2024. 386 funds tracked by Wall St. Rank hold DFAU as of Q2 2024.

  • Relative Value Partners Group reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
  • Relative Value Partners Group sold 284,726 Dimensional US Core Equity Market ETF shares in Q2 2024, an estimated $9.56M.
  • Relative Value Partners Group first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and held it in 3 quarters.
  • Relative Value Partners Group's Dimensional US Core Equity Market ETF position peaked at $9.56M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.